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Sponsor portfolio

PROGRESS SOFTWARE CORPORATION

EIN 04-2746201-computer software-Latest filing 2025
Plans
2
Retirement
1
$463.3M assets
Welfare
1
$1.4M premiums
Participants
2,965
15 WAYSIDE ROAD, 4TH FLOOR, SUITE 400 - BURLINGTON, MA 01803781-280-4029progress.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#002401k-$463.3M - 1,859 part#501Mixed-$1.4M - 1,061 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,061 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$1.1M
  • Long-term disability$1.1M
  • Vision$174K
Total $1.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA84%
  • VISION SERVICE PLAN13%
  • KGA3%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $229K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PROGRESS SOFTWARE CORPORATION 401(K) PLAN

401k

Assets$463.3M
Participants1,859
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROGRESS SOFTWARE GROUP INSURANCE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.4M
Covered lives1,061
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PROGRESS SOFTWARE CORPORATION 401(K) PLAN401k$463.3M1,8592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROGRESS SOFTWARE GROUP INSURANCE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.4M1,0612025
Retirement plans
Welfare plans
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